Release Notes Version 5.11 February 2018: Summary List

CoPilot (Advanced Outreaches)

Automatic Updates

• Templates for in-line Survey questions are now available to include with an Advanced Outreach. See In-Line Survey Overview.

•  Map fields within Adv. Outreach Participant configuration using Gainsight standard objects. See Adding Participants to an Advanced_Outreach.

•  Bounced and Unsubscribed contacts will no longer be added to the Participants data table in an Advanced Outreach. See Adding Participants to an Advanced_Outreach.

Incremental Improvements

•  Create and close multiple CTAs as part of the Adv. Outreach journey. For more information regarding configuring each step of the CTA, see Creating and Closing CTAs from Rules Engine. Also, see Configure Model and Emails for Advanced Outreach.

•  Create Calculated Fields within Conditional Wait as part of an Advanced Outreach. See Creating and Closing CTAs from Rules Engine. Also see Configure Model and Emails for Advanced Outreach.

• Configure Advanced Outreaches using the Email Chain model to progress non-linearly. See Configure Model and Emails for Advanced Outreach.

• Conditional Wait step is enhanced in Email Chain model. See Advanced Outreach: Conditional Wait for Email Chain (New) and Configure Model and Emails for Advanced Outreach.

• Advanced Outreaches can now refer to CTAs created within the context of the journey and monitor status of the CTA. See Configure Model and Emails for Advanced Outreach.

•  Automatically migrate 1.0 Email Templates to 2.0 formatting. See Email Templates 2.0 FAQ

•  Share R360 with the Advanced Outreach feature.

•  Edit an Advanced Outreach’s Participant schedule after it is published in the Participant configuration section. See Adding Participants to an Advanced Outreach.

•  View the number of participants that are currently at each stage of the Outreach to access the Snapshot. See Activity Feed and Configure Model and Emails for Advanced Outreach.

• Summary view in Activity Feed aggregates the activities of an AO by Day, Week, Month and Year. See Advanced Outreach: Participant Activity Feed.

• Configure Advanced Outreaches to log all emails in Salesforce on the Contact record. See Adding Participants to an Advanced Outreach.

Cockpit/Playbooks/Success Plans

Automatic Updates

•  Cockpit header is now available in Customer/Relationship 360 > Cockpit and Widgets. See Create Custom Views in Cockpit and Cockpit List View.

•  R360/C360 > Cockpit > Account names no longer appear for Relationship CTAs.

•  Sort or group the objectives, and configure objective list view columns per account type in Success Plan. See Configure Success Plans for the C360/R360 and Configure Success Plan for Sharing.

•  In Admin > Call To Actions, search and filter for Associated Contacts are now honored in Email Assist. See  Send Email Tasks from Cockpit (aka, Email Assist.

•  Flexibility to rename Risk CTA type and define Objective layouts for each account/relationship.

•  Flexibility to configure a Default CTA type for Zendesk (new field) In Administration > Calls to Action > Account tab > Call to action type section.

•  Configure multiple Objective CTA types in Success Plans.

Incremental Improvements

•  Reorder Objectives in Success Plan Templates. See Configure Success Plans for the C360/R360.

• Migrate Success Plans Configuration & Templates. See Cross-org migration section in the 5.11 Release Notes.

Activity Timeline

Automatic Updates

•  The naming convention for tasks from Activity Timeline has been revised. See Use Timeline to log _Activities.

Rules Engine

Automatic Updates

• Ability to see the Description of a Bionic Rule Action in the Action Header.

Incremental Improvements

•  Use files in the Gainsight S3 bucket and create a dataset task in Bionic Rules. See S3 Dataset Task in Bionic Rules.

•  Send emails using Marketo from Bionic Rules with the new action type Send Email using Marketo. See Send Email Using Marketo.

•   Multi-select dropdown list data type fields are supported on MDA objects in Bionic Rules.

•  More String operators are added in Formula Builder.

•   Five Statistical functions are introduced in Bionic Rules. See Statistical Functions in Bionic Rules section in Formula Builder.

•   Add more Derived Mappings in Load to Company/Relationship Person action type. See Data Import Lookup, Setup Rule Action Types.

Data Management

Automatic Updates

•  New fields are added in the MDA standard objects. See Gainsight User Object, Setup Rule Action Types, Gainsight Person Object Model, Gainsight Object Glossary.

•  Two new fields in the Administration > User Management > Manual page. See Gainsight User Object.

•   Delete any unwanted or unused custom field in the MDA standard or custom objects. See Gainsight Data Management.

•  New subtab called Administration > Data Operation is introduced to help admins create new records, view and edit the existing records in the MDA standard objects. See Data Operation and General Administration Overview.

•  New Item ‘System’ added in the SystemType dropdown list to identify a user as a system type.

•  Two new data types Who ID and What ID are introduced in Gainsight Data Management to create new fields in custom objects. See Supported_Data_Types and Who ID & What ID support in Reporting' section in the 5.11 Release Notes.

Reporting

Incremental Improvements

•  Two new data types Who ID and What ID are introduced in Gainsight Data Management. These two data types are now supported in Reporting. See the Incremental Improvements subsection under Data Management in 5.11 Release Notes.

•  List of CTA Group Names are now hyperlinked to redirect to the respective Success Plan from Administration > Report Builder > +REPORT.

•  While moving dashboards from one folder to another, only up to 50 dashboards can be moved at a time.

Scorecard 2.0

Automatic Updates

•   View Scorecard 2.0 health scores in the Zendesk widget directly. Previously, if Scorecards 2.0 was the primary scorecard, you could not view scorecard information in Zendesk.

•  Scorecard information (Created By, Modified By, and Score Modified By) is now linked to GS User standard object. See Configure_Scorecards_(2.0).

Connectors

Automatic Updates

•  Gainsight Connect is automatically enabled for all Orgs on v5.11. See Gainsight Connect and Gainsight Connect FAQs.

•  Changes in the Gainsight Connect Sync to the MDA object User. See Standard Profiles.

• Migrate data jobs in Segment 1.0 to Segment 2.0.
  Note: Gainsight does not support configuring new data jobs in Segment 1.0 after your org is upgraded to V5.10.

Sally

Automatic Updates

• Use Gainsight Sally to query for relationship information.

Cross-org Migration

Automatic Updates

• Run Delta Process now enables admins to compare what exists in the source org with what exists in the target org before running a migration. See Cross-Org Migration > Procedure.

• Migrate success plan templates (Account and Relationship) using the Cross-org migration tool.

• Migrate MDA joins and custom fields within standard objects.

• Re-run a migration after it is completed. The re-run can be initiated from the Migration List under Administration > Migration. See Cross-Org Migration > Procedure.

Shared360

Automatic Updates

• Track the number of views by each user with whom the layout was shared From Customer 360 > Share 360 > [Click on users icon]. See Shared 360 Overview (For CSMs).